Weekend Chartfest 7-8 July, 2018

Australia

 

 

 

Australian Gas

 

 

 

Australia Money Growth & Credit

 

 

 

Australia Building Approvals

 

 

 

Australia Dwelling Price to Household Income &  Interest Rates

 

 

 

Australia Temporary Migrants

 

 

 

Australia Underemployment & Wages

 

 

 

Victoria Real Compensation per Employee

 

 

 

United States – Americas

 

 

 

Brazil – Economic Activity, Business Confidence & GDP

 

 

 

United States – Corporate Debt to GDP

 

 

 

United States – Federal Reserve Funds Rate

 

 

 

United States & Argentina – GDP Per Capita……divergent paths….

 

 

 

Trump Tariffs on Chinese Goods & China Trade

 

 

 

United States – Average Credit Score by State

 

 

 

United States – Corporate Cash Repatriations

 

 

 

United States – Dollar Trade and Yield Differentials

 

 

 

United States – Unemployment & Wages

 

 

 

United States Employment Jobs & Participation

 

 

 

United States – Federal debt held by Public

 

 

 

China-Asia

 

 

 

The 6 Cohorts of Chinese Consumers

 

 

 

China Corporate & Household Debt to GDP

 

 

 

China New Credit, Construction Starts & Steel Production

 

 

 

China Current Account

 

 

 

China Exports to EM Asia and United States

 

 

 

China GDP – Sectoral Contributors

 

 

 

China GDP by Demand Source

 

 

 

China RMB, Non-Financial Credit & Nominal GDP

 

 

 

China Business Surveys & Copper

 

 

 

China Offshore Energy Investment

 

 

 

China Economic Growth & Debt

 

 

 

China Personal Income Tax Threshold 

 

 

 

Asia – Exports as Percent of GDP

 

 

 

Europe

 

 

 

ECB Balance Sheet and Interest Rates 

 

 

 

GDP Growth 1Q 2018 – Selected Eurozone States

 

 

 

Eurozone GDP, Unemployment & Credit

 

 

 

Eurozone GDP

 

 

 

Germany – 10 Yr yields & real GDP plus Inflation

 

 

 

Germany Industrial Production

 

 

 

United Kingdom – Productivity

 

 

 

Eire – Implicit Taxes on Labour and Capital & Corporate Income

 

 

 

Italy – Budget Deficit

 

 

 

United Kingdom – Real & Nominal Wage Growth

 

 

 

Commodities

 

 

 

Iron Ore price – Physical and Paper (great chart)

 

 

 

China Pig Iron Imports & Domestic Scrap

 

 

 

Gold Reserves – major nations

 

 

 

Silver – Use

 

 

 

Crude – Prices, Major Producers & US Rigs and Inventories

 

 

 

LNG – Supply and Project Final Investment Decisions

 

 

 

Crude – Major M&A Activity 1H 2018

 

 

 

Mozambique LNG – where it goes

 

 

 

OPEC – Member Production Share

 

 

 

Canola – stocks of major exporters

 

 

 

Corn – Global Supply & Demand

 

 

 

Rice – China & India Production

 

 

 

United States – Soybean & Corn Acreage

 

 

 

US Agriculture & China Tariffs

 

 

 

Coffee Price

 

 

 

Wheat – Major Producers 2018-19 Change in Exports

 

 

 

Capital Markets

 

 

 

Global Monetary Expansion & Contraction

 

 

 

Global Tightening 2

 

 

 

Major Global Central Banks & Rate Outlooks

 

 

 

EM Debt Maturities and Credit Ratings

 

 

 

EM USD Debt Maturities

 

 

 

Non US USD Liquidity

 

 

 

Investment Grade and High Yield Spreads

 

 

 

Non Financial Corporate Issues

 

 

 

Developed 10 Yrs

 

 

 

UST 3s

 

 

 

Global debt and Negative Interest Rates

 

 

 

USD & RMB v Basket

 

 

 

Global M&A

 

 

 

US Dollar and Global Reserves

 

 

 

Global Macro

 

 

 

OECD GDP 1Q 2018

 

 

 

Major Developed – Hours Worked

 

 

 

Economic Growth & Credit Expansion

 

 

 

Advanced Economies – Investment, Maintenance and Net ….and how much is amortization or tax write off…..

 

 

 

Wages growth – Major Developed

 

 

 

Major Emerging Markets – Central Bank Target Rates

 

 

 

United States – Eurozone Trade Balance

 

 

 

Policy Rates – US Fed & PBOC

 

 

 

Goods & Services Exports to GDP

 

 

 

Global Manufacturing

 

 

 

Global Industrial Production & Manufacturing PMI

 

 

 

Global Trade and Manufacturing PMI

 

 

 

Major Developed Labour Force Participation

 

 

 

Major Developed – Long Term Unemployment

 

 

 

South Africa GDP

 

 

 

United States – Life Expectancy & Retirement

 

 

 

Global Trade, volume growth, selected exports to GDP

 

 

 

…and furthermore…

 

 

 

Employment Income and Education (United States)

 

 

 

Workforce Skills, Automation & AI

 

 

 

Inequality by Region

 

The Longest Bull Markets

 

 

 

The Worlds Largest Islands

 

 

 

London Moped Crime

 

 

 

A Plate of Food

 

 

 

The World Cup – a Productivity risk

Gunnamatta

General all round punter

Latest posts by Gunnamatta (see all)

Comments

  1. Interesting graph under “Workforce Skills, Automation & AI”

    To recruit the people they need for a new era of automation, companies say they will:

    hire away from competitors, offer more attractive wages, broaden recruiting efforts including from non-traditional sources

    That is precisely what was happening in 2008 and that is what would happen if a massive tax is put on work visas.

    #BraindeadGreens

  2. Ahh…1st chart is stomach turning…Australian money supply growth shooting for negative..currently lowest in 20 years.
    Safe to say the bust is on…Give it 12-18 months for the gnashing of teeth to start

    • GunnamattaMEMBER

      Pretty much how I see it. Broad money at generational lows, from there it is simply a matter of time before credit slumps,

      that brings houses down,
      that brings the household ATM machine to a sad end,
      that knees our retailers and service providers in the gonads,
      that pummels employment
      and on and on and on

      The government (IMO) will try and run the extra receipts from a little Indian summer of commodity prices – which they still dont tax – into a narrative of fiscal prudence which will last until the day after the next election campaign is over.

      If the Torynuffs win they turn the ship around slowly by backing away from everything they’ve said as they rediscover the joys of fiscal prudence, and double down on the gouging of ordinary Australians – so rinse and repeat the above.

      If the ALParatchiks win they open the books after the day they stroll in and discover sufficient bullshit to allow them to walk away from a lot and cast the rest as a national emergency (not that far removed from the Hawke era – where they definitely did the right thing – and rejig the national vested interest club accordingly. This could work out well, but contempoary ALP looks like we will simply get another batch of self entitled representatives of another entitled batch of vested interests who dont care that much for everyday Australia)

      • “where they definitely did the right thing” Sorry mate! Nup!!! Hawke/Keating dodged the real necessary macro reform and instead, opened the debt floodgates. Where we find ourselves today is the result of what they set in motion.
        Hmmm those preceding them had made the reform necessary – H/K just facilitated the debt process infinitely (almost).

    • Couple that up with the United States – Corporate Cash Repatriations chart and it looks very grim. Capital flight, capital destruction and capital drought all in the one forthcoming crisis.

      • The money to be made in the wreckage of a crisis is often more than you would possibly imagine.
        One of the abiding lessons of the past few decades of booms and busts is that the sell down following the bust does not discriminate between good and bad companies.
        To partake in the upcoming feast you are gunna need cash. Credit, letters of credit wont cut it
        Cash could have 3 to 5x its current value in the crisis.
        Aussie cash cos import restrictions may be in force by then
        This is about your last chance to get those acorns squirreled away.

      • Check Wiley. Plenty in waiting, looking for a place out your way and a nice low hour SR22 or A36 to get there in!

      • Mate, my next ac will be a helicopter with auto hover
        so I can park it over the house of some of the a holes here
        stand out on the skid, and piss on their roof
        Am really looking forward to that.